# Wilson Turner Kosmo LLP 401(k) Plan
Source: https://planprovider.pro/companies/wilson-turner-kosmo-llp-401k-plan

> Wilson Turner Kosmo LLP's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilson Turner Kosmo LLP

- **Sponsor EIN:** 330467759

- **Sponsor Address:** 402 WEST BROADWAY, SUITE 1600, SAN DIEGO, CA, 92101

- **Plan Type:** 401(k)

- **Total Participants:** 118

- **Total Assets:** $30.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|118|$30.4M|$1.1M|$1.5M|

| 2023|136|$27.7M|$152,333|$1.3M|

| 2022|116|$22.7M|$893,438|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$58,418|—|$58,418|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$30,186|—|$30,186|

| ASCENSUS HOLDINGS INC DBA FUTUREPLA|CONTRACT ADMIN|$1,300|$10,000|$11,300|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,495|—|$5,495|

| DUFFY KRUSPODIN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DUFFY KRUSPODIN, LLP](https://planprovider.pro/provider/duffy-kruspodin-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,399

- **Estimated Expense Ratio:** 0.347% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$153,690|—|$153,690|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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